Jimmy Steinberg

If you’re here. You must be underperforming and I’m in your head.

@NicholeDelly IMAX is a short

Matt Damon reveals actors have to suddenly freeze in the middle of scenes when filming entirely in IMAX "A regular roll of 35mm film takes about 11 minutes per magazine." "IMAX... this goes through in two and a half minutes." "If you're doing a scene that lasts more than two and a half minutes, you have to stop in the middle and freeze." "They reload the camera, which takes about five minutes." "Then we'd go back a few lines and pick the scene up."

@LowAlphaHighVol I see more averaging down from my seat…

@0yveyy Actually seeing some pretty smart money pickup names like Tencent in recent weeks, too soon to tell if high signal value but I am starting to notice the winds change a little FWIW.

Valuation of MSCI China fell from 14x in Sep-25 to 10x currently, which is below long-term average (12x), but not yet at floor levels (8-9x). Earnings are still revised down.

@CleansedTweets You literally risked your life for some bloody crispy noodle shrimp road kill what are you thinking darling?!

In Bangkok? Today I tried the city’s oldest restaurant & their legendary crispy noodle crab shrimp dish that King Rama V reportedly loved. The recipe hasn’t changed in 5 generations. Finished with a coffee that has a view to die for. 💕

@Vivek4real_ This is the gayest shit ever. As if the US has any money to fight a ground war today

THE ANDURIL TECHNOLOGY THAT LETS SOLDIERS SEE THROUGH WALLS.

@zerohedge I hear there are bankers lining up to roll up cinemas lol

"the messaging from credit investors is increasingly clear that it will be very difficult to fund another $360bn in the next 12mo in the same manner." - GS FICC Jefferey Papai The window is now shut at a time when hypers need, oh, $1 trillion in the next year

@CleansedTweets Tandem?

@0yveyy A carpet

Scared the living day lights out of me. Men 🤦‍♀️😡 There are no speed cameras on Thai roads as far as I know.

For the Memories 📉

@8valueactivist @MikeFritzell You think there is demand for a HY issuance of IMAX, AMC, Cineplex credit in July 2026 to underwrite this supposed buy out? 😂😂You guys are so F’d on this one. I legit might start short IMAX. 😂😂

$IMAX is our portfolio stock. If privatized, that would make it the fourth name after Activision, Mandom and Warner Bros Discovery…

@FriendlyCapMgmt I take back my earlier comment. This the douchest post. He didn’t blow up, he didn’t run off with your cash. You soft calling him out over just redeeming privately…..yuck

I am an LP in a hedge fund of a very vocal fintwit fund manager. Soon I will have been invested with him for 5 years. He's underperformed the S&P 500 meaningfully. I myself have destroyed him with the portfolio I manage myself. He runs 100-120% net long. Should I redeem?

@CleansedTweets Gofundme incoming in 3…2…

Motorcycle rental in Bangkok. 400 baht a day. 9 pounds. Lots of exploring to do.

@robert_baiguan Soy Boy

It's creepy that Michael Fritzell, who blocks me on both X and Substack, still likes to make public comments about me. I wonder what brain structure could make this type of behavior possible. But this is the moment when I feel like a celebrity, so I feel honored! To be honest, the recent data we have (and we have a lot of data) about POP Mart's performance in China shows moderating growth, which is in line with what CEO Wang Ning prepared the market for psychologically during the annual results meeting. We publish some of our data at Baiguan Pro (baiguan.news/s/baiguan-pro). If your firm needs to subscribe, talk to our team at more@bigonelab.com But my personal belief in Pop Mart, as the Fritzell selectively refers to but doesn't provide a link (I can provide: baiguan.news/p/pop-mart-no-…) is not based on short-term performance. Pop Mart is the kind of company that's great to own, and at the current valuation, you can sleep well owning it. None of this judgement has changed just because its share price doesn't pop out like many of Fritzell's core holdings, like Cafe de Coral or Samsonite

@pretentiouswhat @robert_baiguan 😂😂😂

@robert_baiguan Is he a serious enough of a person to even be worried about? On the handful of times he's come across my timeline, it's been in the context of saying something so profoundly stupid that I thought it was just a professional troll account.

@ahern_brendan Whopdie do

$BABA filed that they bought 4,108,720 ADRs yesterday during US trading. Joe Tsai's buying!

@jukan05 It’s all in the price and positioning is overweight. Don’t overthink it. Company will settle in again and you should top up.

Looking at the current market mood, it feels like memory is going down either way. Case 1: If they deliver earnings above market expectations: “Isn’t this peak-out? Do you really think these profits are sustainable? Memory is cyclical, and this is the top.” Case 2: If they miss market expectations: “Memory is over now. Even after excluding bonus provisions, they should have easily printed KRW90tn. Sell on news.”

😂😂😂😂

Soy boy 🔥🔥🔥

@bluewolfpack1 @OTheChad 30AUD is wild. 50 minimum

@OTheChad He is still at 30 bux - but probably has to jack up prices .

I have been going to same barber for 10yrs . He told me today for the first time in his life he is 2 weeks behind in his shops rent . Works 6 days a week . He doesn’t understand global CB $$ printing has created a K shaped economy .Rich get super rich poor get super poor. Tears.

@justquantcat Inverse Mike has 1000% hit rate

Removing Unrated (old VIC) and Special Situation pitches going forward. Source Performance Breakdown: • VIC (1,609 pitches) 1y: +12.8% | 2yr: +7.1% • BLOG (5,647 pitches) 1y: +28.0% | 2yr: +17.9% • FUND LETTER (2,030 pitches) 1y: +17.7% | 2yr: +11.2% • TWITTER (396 pitches) 1y: +34.8% | 2yr: +21.1% • ANALYST (366 pitches) 1y: +41.8% | 2yr: +7.1% VIC is the weakest. 4/n

I've analyzed over 20000 pitches from @joinyellowbrick to find out if there is alpha in following them. 1/n